How do I add a rate?
Organization use rates to calculate a billed amount for electricity, water, sewer, and other services that bill based on the amount used by a customer. The rate allows you to customize how the billed amount is calculated and define what happens when the billed amount is unpaid.
The Rate table (Organization > Rates) stores all of the rates that are used in the Utility Management application to calculate and bill services.
Adding a rate
1. Open Connect Utility Management > Organization > Rates.
2. Click New (CTRL+N).
3. Use these help topics to set up the rate options.
How do I format a rate number?
How do I add a description to a rate?
How do I link a rate to a service?
How do I set a low/high usage limit on a rate?
How do I calculate sales tax on a rate?
How do I add a base amount to a rate?
How do I bill a minimum/maximum amount on a rate?
How do I activate units usage on a rate?
How do I use ascending block rate on a rate?
How do I allow new billings on a rate?
How do I set up demand on a rate?
How do I manage rate levels on a rate?
How do I override the default GL accounts on a rate?
Rate calculation variables list
202205, 2022
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Related Articles
How do I add a description to a rate?
This is the description that will be displayed when you select a rate number, use Search to look up rate, print a report, and so on. The description gives you a little more information in addition to the rate number. Example: 101 (Electric - ...How do I add a base amount to a rate?
A base amount is the initial amount that's billed by the rate. The base amount is in addition to to the billed usage. Base Amount + Usage = Billed Amount Example: City XYZ charges a base amount of $6 for sewer. The base amount may include waste ...How do I calculate sales tax on a rate?
The sales tax is a tax levied on the sale of goods and services; usually calculated as a percentage of the purchase price. To calculate sales tax on a rate, add the sales tax as a percentage to the rate. Usage x Rate Level x Sales Tax = Calculated ...How do I change a rate with related billing records?
You cannot make changes to a rate that has been used by a service to create billing records because it may use the updated rate to change existing billing records. If you want to change the service on an existing rate, you need to stop Connect from ...How do I link a rate to a service?
When you set up a rate, you assign the rate to a service. The service will use the rate to calculate a billing amount. Linking a rate to a service 1. Open Connect Utility Management > Organization > Rates. 2. Use the Service menu to select a service. ...